First Watch Restaurant Group Ownership | Who Owns First Watch Restaurant Group?
First Watch Restaurant Group Ownership Summary
First Watch Restaurant Group is owned by 40.27% institutional investors, 1.54% insiders, and 58.19% retail investors. Advent corp/ma is the largest institutional shareholder, holding 31.76% of FWRG shares. UBS: US Equity Small Cap Growth is the top mutual fund, with 2.53% of its assets in First Watch Restaurant Group shares.
FWRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Watch Restaurant Group | 40.27% | 1.54% | 58.19% |
| Sector | Consumer Cyclical Stocks | 48.44% | 13.23% | 38.33% |
| Industry | Restaurants Stocks | 61.96% | 11.29% | 26.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Advent corp/ma | 19.19M | 31.76% | $357.12M |
| Blackrock funding, inc. /de | 2.59M | 4.28% | $48.19M |
| Champlain investment partners | 2.58M | 4.27% | $48.06M |
| Gilder gagnon howe | 2.43M | 4.03% | $45.30M |
| Vanguard group | 2.35M | 3.89% | $43.76M |
| Jpmorgan chase | 2.14M | 3.54% | $39.85M |
| Blackrock | 2.13M | 3.52% | $37.35M |
| Lazard asset management | 2.10M | 3.48% | $39.09M |
| 12 west capital management lp | 2.01M | 3.33% | $37.47M |
| Dimensional fund advisors lp | 1.92M | 3.18% | $35.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Advent corp/ma | 19.19M | 8.34% | $357.12M |
| Deepwater asset management | 788.47K | 4.79% | $14.67M |
| 12 west capital management lp | 2.01M | 3.93% | $37.47M |
| Penn capital management company | 735.49K | 1.34% | $13.69M |
| Mesirow institutional investment management | 833.19K | 1.19% | $15.51M |
| Granahan investment management | 1.47M | 1.14% | $27.39M |
| Foxhaven asset management, lp | 1.92M | 0.96% | $35.70M |
| Paralel advisors | 900.00K | 0.71% | $16.75M |
| Gilder gagnon howe | 2.43M | 0.49% | $45.30M |
| Champlain investment partners | 2.58M | 0.30% | $48.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lazard asset management | 2.10M | 0.06% | 2.10M |
| Champlain investment partners | 2.58M | 0.30% | 958.42K |
| Ubs group | 885.16K | 0.00% | 868.57K |
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K |
| Clearbridge investments | 684.15K | 0.01% | 684.15K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advent corp/ma | 19.19M | 8.34% | -8.00M |
| Capital research global investors | - | - | -776.54K |
| Lord, abbett | - | - | -724.37K |
| Driehaus capital management | - | - | -596.60K |
| Ghisallo capital management | - | - | -500.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lazard asset management | 2.10M | 0.06% | 2.10M | $39.09M |
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K | $15.51M |
| Clearbridge investments | 684.15K | 0.01% | 684.15K | $12.73M |
| Wasatch advisors lp | 470.99K | 0.04% | 470.99K | $8.77M |
| Tudor investment corp et al | 157.11K | 0.01% | 157.11K | $2.92M |
Sold Out
| Holder | Change |
|---|---|
| Lindbrook capital | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Massmutual trust co fsb/adv | -11.00 |
| Mather group, llc. | -45.00 |
| Yhb investment advisors | -50.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 92 | -31.34% | 24,336,787 | -62.82% | 40 | 0.34% | 64 | -29.67% | 19 | -32.14% |
| Sep 30, 2024 | 133 | -3.62% | 65,462,779 | 0.34% | 108 | 0.93% | 91 | 15.19% | 27 | -30.77% |
| Jun 30, 2024 | 138 | -8.61% | 65,238,033 | 3.33% | 108 | 0.98% | 79 | -13.19% | 39 | 5.41% |
| Mar 31, 2024 | 151 | 24.79% | 63,137,007 | 5.14% | 105 | 1.04% | 91 | 49.18% | 37 | 8.82% |
| Dec 31, 2023 | 121 | -5.47% | 60,051,542 | 1.09% | 100 | 1.01% | 61 | -22.78% | 34 | 9.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| UBS: US Equity Small Cap Growth | 1.53M | 2.53% | - |
| Champlain Small Company Fund, LLC | 1.45M | 2.39% | -289.05K |
| Vanguard Total Stock Mkt Idx Inv | 1.24M | 2.04% | - |
| JPMorgan Small Cap Growth A | 1.23M | 2.03% | -13.85K |
| JHancock Small Cap Core NAV | 1.22M | 2.00% | -180.84K |
| Federated Hermes Kaufmann Small Cap Grow | 1.15M | 1.91% | -200.20K |
| Federated Hermes Kaufmann Small Cap A | 1.15M | 1.91% | -200.20K |
| iShares Russell 2000 ETF | 998.83K | 1.65% | -8.63K |
| Champlain Small Company Adv | 925.00K | 1.52% | 325.00K |
| SRH Total Return Fund | 900.00K | 1.48% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 12, 2025 | HOPE H MELVILLE III | CFO and Treasurer | Sell | $134.70K |
| Mar 12, 2025 | Wolszczak Jay Anthony | Chief Legal Officer, GC & Secy | Sell | $96.54K |
| Mar 12, 2025 | Hartman Eric Richard | Chief Development Officer | Sell | $65.83K |
| Mar 12, 2025 | Tomasso Christopher Anthony | President and CEO | Sell | $706.68K |
| Mar 12, 2025 | Jones John Daniel | Chief Operations Officer | Sell | $59.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 2 |
FWRG Ownership FAQ
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